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Pinterest ($PINS) Q4 Earnings: The "Value Trap" Trap Door Opens
Why 41% impression growth resulted in a revenue miss, and why the "OpenAI Buyout" theory is your only (risky) hope.
Feb 17
•
Simeon McMillan
9
2
5
AppLovin ($APP) Q4-25 Earnings Review: The "Cash Machine" vs. The Market Fear
Why the -40% sell-off is a gift for value investors, and what the "Big Tech Capital Intensity" spread tells us about the future.
Feb 13
•
Simeon McMillan
12
5
Meta Q4 2025 Recap
The $META AI Engine is Roaring
Feb 10
•
Simeon McMillan
8
10
Fubo Q4-25 Earnings Recap: The “Growth” Story Stalled, and the Reverse Split Proves It
Why $FUBO earnings validates my Bear Case from December.
Feb 3
•
Simeon McMillan
6
5
Is Versant (VSNT) Worth More Dead Than Alive?
How to unlock the hidden value of GolfNow and CNBC by dismantling the "melting ice cube."
Jan 28
•
Simeon McMillan
10
2
Netflix Q4 2025 Earnings Recap
Why the market is wrong about the $NFLX + Warner Bros. deal
Jan 23
•
Simeon McMillan
9
3
8
Is Versant (VSNT) Cheap or Just Cheaply Valued? The Case for $27
Why investors should avoid the “value trap" until the company faces the 2028 cliff.
Jan 15
•
Simeon McMillan
10
1
3
Decoding the Versant (VSNT) Investor Deck: A Warning Sign
Why the 160-page presentation is a marketing mirage masking a melting ice cube.
Jan 13
•
Simeon McMillan
12
1
4
Why AppLovin Will Outperform in 2026 ($APP)
12 Days of Pitch-Mas Day 12
Dec 31, 2025
•
Simeon McMillan
8
1
2
Why Nvidia Will Outperform in 2026
12 Days of Pitch-Mas Day 11
Dec 30, 2025
•
Simeon McMillan
4
5
Why Pinterest Will Underperform in 2026 ($PINS)
12 Days of Pitch-Mas Day 10
Dec 24, 2025
•
Simeon McMillan
6
5
Why Duolingo Will Underperform in 2026 ($DUOL)
12 Days of Pitch-Mas Day 9
Dec 24, 2025
•
Simeon McMillan
8
2
6
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